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Vantage Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vantage Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$22K Sell
262
-124
-32% -$10.3K ﹤0.01% 419
2018
Q2 		$32K Hold
386
– – 0.01% 339
2018
Q1 		$32K Sell
386
-21
-5% -$1.75K 0.01% 350
2017
Q4 		$34K Buy
407
+1
+0.2% +$84 0.01% 359
2017
Q3 		$34K Sell
406
-145
-26% -$12.3K 0.01% 341
2017
Q2 		$47K Sell
551
-321
-37% -$27.1K 0.01% 274
2017
Q1 		$74K Buy
872
+5
+0.6% +$422 0.02% 206
2016
Q4 		$73K Sell
867
-7,429
-90% -$629K 0.03% 204
2016
Q3 		$705K Sell
8,296
-8,952
-52% -$762K 0.31% 58
2016
Q2 		$1.47M Buy
17,248
+5,634
+49% +$479K 0.62% 42
2016
Q1 		$988K Buy
11,614
+11,341
+4,154% +$962K 0.44% 54
2015
Q4 		$23K Buy
273
+50
+22% +$4.24K 0.01% 358
2015
Q3 		$19K Buy
223
+53
+31% +$4.5K 0.01% 385
2015
Q2 		$14K Buy
170
+130
+325% +$11K 0.01% 426
2015
Q1 		$3K Hold
40
– – ﹤0.01% 745
2014
Q4 		$3K Sell
40
-5
-11% -$423 ﹤0.01% 671
2014
Q3 		$4K Sell
45
-90
-67% -$7.61K ﹤0.01% 606
2014
Q2 		$11K Hold
135
– – 0.01% 462
2014
Q1 		$11K Hold
135
– – 0.01% 422
2013
Q4 		$11K Buy
+135
New +$11.4K 0.01% 397

Other funds holding SHY

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Vantage Investment Advisors's SHY Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q3 2018, selling an estimated $10.3K and leaving 262 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Vantage Investment Advisors first reported a position in SHY in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.47M in Q2 2016. 530 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • Vantage Investment Advisors held 262 shares of iShares 1-3 Year Treasury Bond ETF worth $22K as of Q3 2018.
  • Vantage Investment Advisors sold 124 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $10.3K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #419 holding.
  • Vantage Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.47M in Q2 2016.
  • 530 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.